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ACT! & CRM Consulting Services

act consultantOur consulting approach begins by looking at the processes in your business. Our goal is to enhance your processes with the integration of the CRM (contact relationship manager) that best fits your business.

Additionally, we offer continuing training seminars to keep you up-to-date on new program capabilities and opportunities to leverage your ACT! info into other critical areas of your business.

New CRM Users
We work with brand new users, from installation to understanding software basics to customization. EBS’ training expertise can easily pace your training/consulting to your individual learning style.

Current CRM Users
Our ACT! training/consulting can include data conversion, custom screen design, custom reports, synchronization of data, email links, faxing links and custom programming. By focusing on your company's sales process, we can help you streamline the system for the ways you think.

Advanced CRM Users
ACT! works the way users work, focusing on an intuitive, completely customizable interface. CRM also provides users with many types of contact exchange built in: from one contact to a whole database, and from LAN to Internet. As businesses grow and needs change, we provide a customizable and progressive method for managing contact and customer information.

ACT! trainingWant More Sales?
Our consultants work extensively with clients to exceed their sales goals by creating an environment where their computers support the sales team (not the other way around).

Need More Information?
To sign up for classes call Effective Business Solutions at 719–538–6015 or click here to register for any class.

   
 

Effective Business Solutions, LLC.
445C E. Cheyenne Mountain Blvd., #117
Colorado Springs, CO 80906
719.538.6015
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